Auto Assigning Categories

#3 02-07-2006, 09:42 PM

<glassersofglenville[at]gmail.com> wrote in message
news:1139296065.956254.323860[at]z14g2000cwz.googlegroups.com...
- quote -

> I'd like to find a way to disable this as well... It can become an
> issue because, sometimes, Money associates a random, downloaded
> transaction w/ a reoccuring bill because the amounts are similar.
> For example, my kid's tuition reoccurs on the 1st of every month. When
> I check the forecasted cash flow, it shows that everything is fine...
> but I totally missed that Money had associated a different transaction
> w/ this bill on the 25th, called it paid and left it out of the
> forecasting. This spells bad news on for the week of 2/6/06.

I don't think you can. Just make a point of hovering your mouse over each
downloaded transaction. You'll see the bank's description and can decide if
you want to go with what Money linked it to, or 'Change' it.
--
Chris Cowles
Gainesville, FL

#2 02-07-2006, 06:10 AM

I'd like to find a way to disable this as well... It can become an
issue because, sometimes, Money associates a random, downloaded
transaction w/ a reoccuring bill because the amounts are similar.

For example, my kid's tuition reoccurs on the 1st of every month. When
I check the forecasted cash flow, it shows that everything is fine...
but I totally missed that Money had associated a different transaction
w/ this bill on the 25th, called it paid and left it out of the
forecasting. This spells bad news on for the week of 2/6/06.

#1 02-07-2006, 06:07 AM

Chris Cowles wrote:
- quote -

> "Doug Moller" <DougMoller[at]discussions.microsoft.com> wrote in message
> news:4EF4D386-BF69-4E09-8A2F-38B4F43EC095[at]microsoft.com...
> > > I would rather assign cateogories myself and remove the "smart" feature of
> > money.
> I'm not certain, but try disabling Use AutoComplete in the Transaction Entry
> group on Tools> Settings> Account settings (global).
> I don't grasp the severity of the problem. When downloading, it might match.
> If it doesn't match correctly, you have to edit it, which you're going to
> do, anyway. It's not any more effort to revise a match that happened
> incorrectly, than to enter a new category in the first place, is it? You
> might end up entering/revising fewer, since trips to the grocery store will
> almost invariably be for groceries.
> --
> Chris Cowles
> Gainesville, FL

I'd like to find a way to disable this as well... It can become an
issue because, sometimes, Money associates a random, downloaded
transaction w/ a reoccuring bill because the amounts are similar.

For example, my kid's tuition reoccurs on the 1st of every month. When
I check the forecasted cash flow, it shows that everything is fine...
but I totally missed that Money had associated a different transaction
w/ this bill on the 25th, called it paid and left it out of the
forecasting. This spells bad news on for the week of 2/6/06.

01-21-2006, 08:38 PM

"Doug Moller" <DougMoller[at]discussions.microsoft.com> wrote in message
news:4EF4D386-BF69-4E09-8A2F-38B4F43EC095[at]microsoft.com...
- quote -

> I would rather assign cateogories myself and remove the "smart" feature of
> money.

I'm not certain, but try disabling Use AutoComplete in the Transaction Entry
group on Tools> Settings> Account settings (global).

I don't grasp the severity of the problem. When downloading, it might match.
If it doesn't match correctly, you have to edit it, which you're going to
do, anyway. It's not any more effort to revise a match that happened
incorrectly, than to enter a new category in the first place, is it? You
might end up entering/revising fewer, since trips to the grocery store will
almost invariably be for groceries.
--
Chris Cowles
Gainesville, FL

#-1 01-21-2006, 05:11 PM

Is there a way to turn off the auto assignment of categories for downloaded
transactions in Money 2006?

We shop at Walmart, Costco, etc. where we purchase many different goods. We
split most of these transactions into multiple categories. Money remembers
the last split we have made and automatically assigns that split/category to
the next dowloaded transaction from that store.

I would rather assign cateogories myself and remove the "smart" feature of
money.

I would appreciate any input or suggestions.

Doug

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